Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Hold
2025
Q2
$443K Sell
2025
Q1
$340K Sell
2024
Q4
$413K Buy
2024
Q3
$360K Sell
2024
Q2
$372K Buy
2024
Q1
$266K Buy